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Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
3101
Biechele Royce Advisors
Indiana
$221K +$230K +751 New
IAG
3102
Investment Advisory Group
Massachusetts
$221K – – –
APC
3103
Asset Planning Corporation
Tennessee
$220K – – –
MWA
3104
Mills Wealth Advisors
Texas
$220K +$1.23K +4 +0.5%
WFS
3105
Walker Financial Services
Kentucky
$220K – – –
MAWA
3106
Moss Adams Wealth Advisors
Washington
$219K -$14.1K -46 -6%
LI
3107
Lafayette Investments
Maryland
$219K – – –
LKIM
3108
Lawson Kroeker Investment Management
Nebraska
$219K +$227K +741 New
IWP
3109
IAG Wealth Partners
Wisconsin
$218K +$15.3K +50 +7%
TFO
3110
Tarbox Family Office
California
$218K -$613 -2 -0.3%
CA
3111
Cortland Associates
Missouri
$216K +$307 +1 +0.1%
TCM
3112
Tradewinds Capital Management
Washington
$216K +$26.7K +87 +13%
WWP
3113
Waypoint Wealth Partners
California
$216K -$23.6K -77 -10%
AFA
3114
Atlas Financial Advisors
California
$215K -$8.59K -28 -4%
BIA
3115
BHK Investment Advisors
Alabama
$215K +$224K +730 New
ARG
3116
Advisory Resource Group
Oklahoma
$215K -$18.4K -60 -8%
HFS
3117
Howard Financial Services
Texas
$215K +$15K +49 +7%
C1AG
3118
Client 1st Advisory Group
Florida
$214K -$3.37K -11 -1%
FEG
3119
Financial Enhancement Group
Indiana
$213K +$8.28K +27 +4%
FL
3120
Fort LP
Maryland
$213K -$124K -406 -36%
CMA
3121
Cedar Mountain Advisors
Oregon
$212K -$8.59K -28 -4%
PF
3122
Parker Financial
Washington
$212K -$4.29K -14 -2%
AWMG
3123
Alliance Wealth Management Group
New Jersey
$212K – – –
BWP
3124
Bernardo Wealth Planning
Pennsylvania
$212K +$3.37K +11 +2%
HPA
3125
High Probability Advisors
New York
$209K +$613 +2 +0.3%
123 124
125
126 127